Gladstone Institutional Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$943K Sell
2025
Q2
$1.07M Sell
2025
Q1
$1.14M Buy
2024
Q4
$1.13M Buy
2024
Q3
$1.11M Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.16M Buy
2023
Q3
$1.1M Sell
2023
Q2
$1.2M Buy
2023
Q1
$1.2M Sell
2022
Q4
$1.44M Sell
2022
Q3
$1.93M Sell
2022
Q2
$2.06M Buy
2022
Q1
$2.27M Buy
2021
Q4
$856K Buy
2021
Q3
$664K Sell
2021
Q2
$766K Buy
2021
Q1
$675K Buy
2019
Q3
Sell
2019
Q2
$245K Buy